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Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
501
Patriot Financial Group Insurance Agency
Massachusetts
$17K +$3.39K +70 +25%
CPFP
502
Clear Perspectives Financial Planning
Ohio
$17K +$17K +350 New
SWA
503
SOA Wealth Advisors
New York
$15K -$2.37K -49 -13%
AA
504
AlphaMark Advisors
Kentucky
$15K – – –
BWA
505
BDO Wealth Advisors
Florida
$14K – – –
JMF
506
Johnson Midwest Financial
Iowa
$14K +$194 +4 +1%
IF
507
Ironwood Financial
Arizona
$14K +$5.52K +114 +67%
AF
508
Allworth Financial
California
$13K +$2.81K +58 +29%
FPFS
509
First Personal Financial Services
North Carolina
$12K – – –
H
510
Hexavest
Quebec, Canada
$12K – – –
PWMG
511
Prestige Wealth Management Group
New Jersey
$12K – – –
SL
512
Savior LLC
Massachusetts
$12K – – –
AAP
513
Arax Advisory Partners
Colorado
$12K +$12.1K +249 New
TC
514
Truvestments Capital
Florida
$11K -$52.5K -1,085 -83%
CWP
515
Concord Wealth Partners
Virginia
$11K – – –
IBOK
516
Independence Bank of Kentucky
Kentucky
$11K +$11.1K +230 New
AW
517
Avion Wealth
Texas
$10K – – –
CAL
518
Capital Advisors Ltd
Ohio
$10K – – –
CHA
519
Carmichael Hill & Associates
Maryland
$10K – – –
SWM
520
Sugarloaf Wealth Management
Georgia
$10K – – –
ME
521
McIlrath & Eck
Washington
$8K -$1.41K -29 -16%
MA
522
Montag & Associates
Georgia
$8K – – –
ASBI
523
American State Bank (Iowa)
Iowa
$7.74K – – –
CTB
524
Country Trust Bank
Illinois
$7K – – –
GWS
525
Glassman Wealth Services
Virginia
$7K – – –